GSC
ENV

Ground Swell Capital’s ENVESTNET, INC. ENV Stock Holding History

Ground Swell Capital’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$19K Buy
+420
New +$19.2K 0.04% 578

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Ground Swell Capital's ENV Position: Q3 2014 in Review

Ground Swell Capital opened a new position in ENVESTNET, INC. (ENV) in Q3 2014: 420 shares worth $19K. The stake represents 0.04% of the portfolio and ranks #578 among its holdings.

130 funds tracked by Wall St. Rank hold ENV as of Q3 2014.

  • Ground Swell Capital held 420 shares of ENVESTNET, INC. worth $19K as of Q3 2014.
  • ENVESTNET, INC. was a new Ground Swell Capital position in Q3 2014.
  • ENVESTNET, INC. made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #578 holding.
  • 130 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.